Viawest, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 45.69% | 76.61% | 105.82% |
Comparable Target-Date Fund [why this comparison?] |
27.95% Target-Date 2020 |
61.95% Target-Date 2030 |
100.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,740 (+17.74%) | +$14,659 (+14.66%) | +$5,206 (+5.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 22% | 19% | - |
Dodge & Cox International Stock Fund | DODFX | 16% | 17% | 11% |
Principal Core Plus Bond Fund Institutional Class | PMSIX | 33% | 12% | - |
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 24% | 46% | 65% |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | 5% | 6% | 12% |
Principal SmallCap S&P 600 Index Fund Institutional Class | PSSIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |